Civic Intelligence

The Healer Within Foundation

990EZ • Fiscal year 2016 • EIN 52-2385262

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 27, 2017

Organization ProfileWWW.HEALERWITHINFOUNDATION.ORG
27 West Anapamu StSanta Barbara, CA 93101

(650) 248-3091

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

89th percentile

78%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

111%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$157,595

Up $68,965 (+78%) from 2015

Net Assets

Up

$155,599

Up $66,969 (+76%) from 2015

Liabilities

$1,996

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin64th percentile

Revenue

Up

$64,796

Up $34,019 (+111%) from 2015

Expenses

Up

$58,265

Up $19,776 (+51%) from 2015

Net Income

Up

$6,531

Up $14,243 (+185%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $84,949Net Assets 2010: $84,9492010Assets 2011: $83,345Net Assets 2011: $83,3452011Assets 2015: $88,630Net Assets 2015: $88,6302015Assets 2016: $157,595Liabilities 2016: $1,996Net Assets 2016: $155,5992016Assets 2017: $197,292Liabilities 2017: $9,155Net Assets 2017: $188,1372017Assets 2018: $187,934Liabilities 2018: $3,938Net Assets 2018: $183,9962018Assets 2019: $181,011Liabilities 2019: $4,761Net Assets 2019: $176,2502019Assets 2020: $191,127Liabilities 2020: $3,975Net Assets 2020: $187,1522020Assets 2021: $232,362Liabilities 2021: $9,371Net Assets 2021: $222,9912021Assets 2022: $134,788Liabilities 2022: $29,015Net Assets 2022: $105,7732022Assets 2023: $92,416Liabilities 2023: $0Net Assets 2023: $92,4162023

Highlighted filing

2016

Assets$157,595
Liabilities$1,996
Net Assets$155,599
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $42,599Expenses 2010: $54,402Net Income 2010: -$11,8032010Revenue 2011: $28,540Expenses 2011: $27,420Net Income 2011: $1,1202011Revenue 2015: $30,777Expenses 2015: $38,489Net Income 2015: -$7,7122015Revenue 2016: $64,796Expenses 2016: $58,265Net Income 2016: $6,5312016Revenue 2017: $141,623Expenses 2017: $109,192Net Income 2017: $32,4312017Revenue 2018: $189,523Expenses 2018: $193,664Net Income 2018: -$4,1412018Revenue 2019: $144,727Expenses 2019: $152,473Net Income 2019: -$7,7462019Revenue 2020: $112,858Expenses 2020: $101,956Net Income 2020: $10,9022020Revenue 2021: $160,944Expenses 2021: $125,105Net Income 2021: $35,8392021Revenue 2022: $71,327Expenses 2022: $163,294Net Income 2022: -$91,9672022Revenue 2023: $90,861Expenses 2023: $104,218Net Income 2023: -$13,3572023

Highlighted filing

2016

Revenue$64,796
Expenses$58,265
Net Income$6,531
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 27, 2017
Return Version
2016v3.0
Gross Receipts
$64,796
Mission and Program Overview

Mission

Studies and training sessions on qigong and tai chi as it related to the older adult population.

To promote personal responsibility for health and wellness through education and research in the areas of integrative medicine and self-care, resulting in disease prevention, reduced medical costs, increased productivity and creativity, and the wellbeing of individuals, communities and institutions worldwide.

Program Services

DescriptionGrantsExpenses
National experts meeting, studies and training sessions on Qigong and Tai Chi as it related to the older adult population.$24,853-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH ASHFORDDirector-$0--
ROGER JAHNKEDirector-$0--
THEDA ZAWAIZATreasurer-$0--
JOSEFINA WEAVERPresident-$0--
KALINDA BAKSHIDirector-$0--
ANTOINETTE HORNVice President-$0--
KINNARI BAKSHIDirector-$0--
JANA TAYLOR-ESHAGHIANDirector-$0--
DENISE FECKETTERDirector-$0--
DIANE RAMFLTDirector-$0--
EDWARD VAUGHNDirector-$0--
PING YANGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Healer Within Foundation
EIN
52-2385262
Phone
6502483091
Address
27 WEST ANAPAMU ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Josefina Weaver
Title
President
Signed
2017-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Walpole & Co LLP
Address
70 Santa Felicia Drive, Goleta, CA 93117
Preparer
Yusuf a Balogun CPA
Phone
8055699864
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $10394”

Other Expenses.1002

“Office Expenses $204”

Other Expenses.1003

“Information Technology $1188”

Other Expenses.1005

“Travel $1253”

Other Expenses.1012

“Insurance $2011”

Other Expenses.1

“Property tax expense $2751”

Other Expenses.3

“ATTORNEY GENERAL $25”

Other Expenses.4

“FRANCHISE TAX BOARD $10”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1938”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1996”

Raw XML Appendix204 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSEFINA WEAVER
IRS990EZ/BooksInCareOfDetail/PhoneNum06502483091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0273 N SUNNYVALE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUNNYVALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0155657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028972
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt035584
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088630
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157595
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt064796
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088630
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155599
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088630
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155599
IRS990EZ/OccupancyRentUtltsAndMaintAmt04810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH ASHFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROGER JAHNKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THEDA ZAWAIZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEFINA WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KALINDA BAKSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTOINETTE HORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KINNARI BAKSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANA TAYLOR-ESHAGHIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DENISE FECKETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DIANE RAMFLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EDWARD VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PING YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01938
IRS990EZ/OtherChangesInNetAssetsAmt060438
IRS990EZ/OtherExpensesTotalAmt017836
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote personal responsibility for health and wellness through education and research in the areas of integrative medicine and self-care, resulting in disease prevention, reduced medical costs, increased productivity and creativity, and the wellbeing of individuals, communities and institutions worldwide.
IRS990EZ/PrintingPublicationsPostageAmt035
IRS990EZ/ProgramServiceRevenueAmt035824
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0National experts meeting, studies and training sessions on Qigong and Tai Chi as it related to the older adult population.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024853
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01996
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058265
IRS990EZ/TotalProgramServiceExpensesAmt024853
IRS990EZ/TotalRevenueAmt064796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HEALERWITHINFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0112850
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08054
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0120904
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027027
IRS990ScheduleA/Total509Grp/TotalAmt0120904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0120904
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $10394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROPERTY TAX EXPENSE $2751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ATTORNEY GENERAL $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FRANCHISE TAX BOARD $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1996
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEFINA WEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEALER WITHIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0522385262
ReturnHeader/Filer/PhoneNum06502483091
ReturnHeader/Filer/USAddress/AddressLine1Txt027 WEST ANAPAMU ST
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walpole & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 Santa Felicia Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Goleta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093117
ReturnHeader/PreparerPersonGrp/PhoneNum08055699864
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUSUF A BALOGUN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-27T11:00:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,595
Liabilities
$1,996
Net assets
$155,599
Revenue
$64,796
Expenses
$58,265
Net income
$6,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.91$1.04$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.29$1.06$0.71$1.63$0.92
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.09$2.23$1.61$1.25$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.04$1.87$1.13$1.02$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.05$1.76$1.45$1.52$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.04$1.84$1.90$1.94$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.09$1.88$1.42$1.09$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.56$0.65$0.58$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.31$0.38$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.83$0.29$0.27$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.85$0.43$0.54$0.12